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Customer Services Specialist

Our client, operating in Fund Services, is looking for a strong individual to join their customer service team in the Investor Services space.

Duties of the role will include the following:

Client Service

  • To service existing and potential clients with transactions and queries telephonically and via written communication
  • Assist clients and their IFAs with queries and provision of information
  • Respond to queries with respect to SLAs in place with clients, fund managers and other service providers
  • To ensure accurate recordkeeping of service-related administrative tasks
  • To play a key role in identifying and implementing improvements to the efficiency and effectiveness of the company’s service levels
  • To build and maintain relationships at all levels

Client reporting

  • Responsible for running, checking and sending of client reports daily and monthly
  • Dealing with audit requests and queries
  • Handling queries efficiently to ensure resolution of both internal and external client reporting queries (fund managers, vendors, LISPS and investors)
  • Assist in the preparation and distribution of specific reporting requirements to clients
  • Attending to monthly, quarterly, ad hoc client and regulatory reporting requirements.

The ideal candidate will have relevant experience of at least 4 years in a Client Service/CRM role, gained for a similar retail investment/Unit Trust/LISP client service environment. They must also have a strong telephone manner and experience with handling a large number of retail investment clients.